Bringing you live news and features since 2006 

Bremer Bank adopts SEI Wealth Platform


Bremer Bank is to adopt the SEI Wealth Platform, a fully-integrated, single-infrastructure wealth management solution developed to support client relationship management, including front, middle, and back-office services.

“We are in the midst of a wealth management evolution, and we are excited to provide Bremer Bank with a unified wealth platform that will improve efficiency while creating scale and capacity, unlocking potential for future growth,” says Al Chiaradonna, Senior Vice President of Private Banking at SEI. “As technology rapidly changes, consumer demand for a transparent, streamlined user experience increases. The SEI Wealth Platform will help enable Bremer to cultivate deeper interaction between their clients and wealth managers in a cohesive digital environment.”
Bremer Bank will migrate their existing book of business, which is roughly 3,700 accounts totalling USD4.5 billion in assets under administration (AUA), from SEI’s legacy platform, TRUST 3000, to the SEI Wealth Platform in late 2018.
“Our clients are our top priority, and the SEI Wealth Platform will allow us to deepen those relationships by refining the wealth advice process,” says Craig Ordal, President, Bremer Trust National Association. “The Platform’s modern technology simplifies on-boarding and portfolio management, enabling us to provide an increased level of intimacy for our clients.”

Latest News

BlackRock’s global ETP flows report for June finds a steady rise with USD128.1 billion added to global ETPs in June,..
Morningstar’s global ETF flows report for the first half of 2024 shows that actively managed ETFs have captured 25 per..
The surge in bitcoin ETF launches and funds flowing into the sector is transforming institutional investment in digital assets but..
LSEG Lipper’s latest research finds that the majority of actively managed funds and ETFs globally were not able to beat..

Related Articles

Chris Lo, Columbia Threadneedle
In a recent insight on India by Columbia Threadneedle Investments, the firm reports that the country’s economic reforms, which aim...
With an election on the horizon in the United States a group of ETFs is poised to capture investments on...
Robot worker
Qraft Technologies, based in South Korea, specialises in the use of AI in security selection and portfolio construction....
Andrea Busi, Directa SIM
Romain Thomas talks to Andrea Busi (pictured), CEO of Directa SIM, who explains why the online trading platform has just...
Subscribe to the ETF Express newsletter

Subscribe for access to our weekly newsletter, newsletter archive, updates on the site and exclusive email content.

Marketing by